Before you can send a BrainStorm Threat Defense phishing campaign, you must first create a Sending Profile, which contains the credentials used to send each campaign. Prior to creating a Sending Profile, you will need to complete Whitelisting BrainStorm Threat Defense. 


If you used SMTP Direct Send (recommended) as your whitelisting method, you will only need to create a single Sending Profile. If you used SMTP Auth, you will need to create a separate Sending Profile for each unique sender name and/or email address used in campaigns.


This document will outline how to create a Sending Profile.


  1. Click New in the Action Bar
  2. Choose Campaign > Simulated Phishing >Sending Profile
  3. Enter a Name
  4. Choose either Direct Send (Recommended) or SMTP Account from the Send Method pulldown menu

    If using Direct Send (recommended), follow steps 5-12. If using SMTP Account, follow steps 13-25.

  5. Click the Next Arrow
  6. Enter your SMTP Host address
    1. With SMTP Direct Send, this field will be the MX record from the Microsoft O365 admin center.
  7. Enter your SMTP Port number
    1. With SMTP Direct Send, this field will be 25 in most cases.
  8. Check Use SSL as needed.
    NOTE: Some organizations use SSL while others do not.  We recommend that you check the Use SSL box and configure your send options this way first.  If you test your email settings and it doesn't work, try unchecking the Use SSL box.  
  9. Enter an email (e.g. [email protected] for the Microsoft Password Reset campaign) in the Test Sender Email field
  10. Enter an email (someone in your organization to receive this test email) in the Test Recipient Email field
    NOTE: These last two fields are optional. However, you will be unable to use this Sending Profile in any Campaign until the profile has been verified. If you do not test and verify the Sending Profile at this time, this must be done later. 
  11. If verifying this Sending Profile, click Test Email Settings
  12. Click the Finish checkmark
  13. Enter a user name in the Sender Name field
    • This sender name may be overwritten depending on your email server settings.
  14. Enter the email for the above user in the Sender Email field
    • Your security settings may require this email to match the Username below
  15. Click the Next arrow
  16. Enter your SMTP Host address
  17. Enter your SMTP Port number
  18. Check Use SSL as needed
  19. Enter a user name in the User Name field
    1. Must have access to your Email Server
    2. Your security settings may require this to match the information provided on step 13
  20. Enter the Password for this user in the Password field
  21. Enter a Reply To Email (optional)
    NOTE: Allows you to route replies to an internal email rather than escalating emails to the sender. This email will only be visible to the end users if they reply.
  22. Enter a Reply To Name (optional)
  23. Enter a Test Email Account to which QuickHelp will send a test (this is required to verify the settings)
  24. Click Test Email Settings

    NOTE: You will be unable to use this Sending Profile in any Campaign until the profile has been verified. If you do not test and verify the Sending Profile at this time, this must be done later.  
  25. If successful, click the Finish checkmark
    1. If unsuccessful, please verify the information provided in the different configuration fields or the settings on your Email Server